Putting
people first.
Get to know our leadership team
Leadership at the Kennewick office is dedicated to doing good for our clients, employees and community.
Faith, Family, Legacy and Prestige lead Matt's charge for how he delivers financial planning and wealth management for his clients. Matt lives in North Idaho with his beautiful wife Holly and his 4 kids: Addilynn, Brinley, and the twins Daniel and Benjamin. When not working he is typically spending time and...
Faith, Family, Legacy and Prestige lead Matt's charge for how he delivers financial planning and wealth management for his clients. Matt lives in North Idaho with his beautiful wife Holly and his 4 kids: Addilynn, Brinley, and the twins Daniel and Benjamin. When not working he is typically spending time and traveling with his kids and stays involved with their various sports.
My team and I specialize in working with people who are driven, have an open mind, and are looking to establish a long term relationship around a solid financial plan. I work with my clients on tax efficiency, insurance planning, and wealth preservation to help build a strong financial future.
Michelle Williams
Director of Campus Recruitment and Development
